Issuing credit notes

Scoro lets you issue credit notes against an invoice. This is useful when you need to correct an invoicing error, in case of incorrect or damaged goods, a cancellation, or for other reasons. You can create 

This article will walk you through how to create a credit note from an invoice, record it, and send it to your client.

1. Creating a credit note

There are multiple ways you can issue a credit note in Scoro:

• From an invoice – open the invoice you wish to credit. Then, click the Create from invoice button, and select Issue credit note.
  
• From the invoice list – select the invoice or several invoices linked to the same company. An additional bar with bulk actions will appear – click the Issue credit note button.
  

If only some of the invoice line items need correction, you can create a partial credit note – create the credit note as usual, then delete the items that shouldn't be credited.

1.1. Using the credited amount as a prepayment

You can apply the credited sum toward a future purchase from the same customer – for example, if a new order replaces the corrected one. Note that Scoro does not automatically add the credited amount to that client's prepayment balance; you'll need to apply it manually.

2. Recording the credit note

Once the credit note is created, add a receipt against it by clicking the Add receipt button to mark whether the credited sum was refunded to the customer or reused on another invoice.

3. Sending the credit note

Click the Send button at the bottom menu to send the credit note to the customer to confirm the cancellation or return. You can also select or upload other files to the email along with the credit note before sending it out. All sent emails with attachments are available in the Sent items report.